In the center, group, or client dashboard (details page), you can record any notes in the Recent Notes section. To see all notes, click See All Notes. Any notes created about the group, center, or client (in the account status or adjustments section, for example) appear here as well.

To add a note, follow these instructions:

Click Add a Note.
The following screen appears:

In the Note box, type the note.

Click Preview to review your work. If you want to make changes, click Edit, make changes, and click Submit.
The note now appears in the Recent Notes section.

In the center, group, or client dashboard (details page), you can see a record of all changes that have been made. At the bottom of that screen, click View Change Log. It might look like the following screen: